Find out the differences and view some use cases.
Initial start date
This field doesn't affect the orders. It's used for displaying when the agreement was signed by the customer.
If you're using the Recurring Revenue sales model this field also determines the date the ARR/MRR should start counting.
Start date current period
This field determines when the period starts and when the first order will be created by the subscription.
In most cases, these two dates should be the same, but here are some cases when they might differ:
My customer signed in August, but the first order should be sent in September
I want to give my customer 3 free months on top of 12 months paid
By pushing the renewal date to April 2023 the period length becomes 15 months, giving the customer 3 free months.
I want to give my customer 3 free months – and then send the invoice afterwards for the following 12 months
Upsales sends the first invoice based on the "start date current period" field, which makes it 3 months after the initial start date.
I want to give my customer 3 free months: With monthly order intervals
This is only possible if you create two different subscriptions.
In this case, I want the first period to be 15 months and thereafter the agreement should be renewed with a 12-month period length.
Settings for Subscription 1 (3 first months)
How to give a discount? Add a 100 % discount on all order rows.
Settings for Subscription 2 (next 12 months)
This subscription will be automatically renewed.